He owns it in some of his portfolios. They were vegetable growers in the past. Their costs are down fairly low. He is waiting to see what they will do in the next quarter. Their sales price should increase as they sell more directly than in the past. Their low cost production will become more important going forward. Their joint venture with Emerald Health is not going well and is in dispute. It has to et worked out over the next few months.

It was a Top Pick in December. It is a sector he really likes. They continue to gain more market share and get bigger and bigger projects. He would wait for a pullback if he didn't own it. If you own it, hold on to it. They harvest Methane from Garbage dumps.